Institutional Ownership Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO). We have compiled data on the 3,425 institutions that hold shares in the stock, with a total of 2.99 Billion shares, which have been reported (via 13F filing form) to have a value of $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cullen Capital Management, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,219
shares
|
$637,869
0.01% of portfolio
|
Q1 2024
Added 19.26%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
10,213
shares
|
$637,495
0.43% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
10,204
shares
|
$636,933
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
10,185
shares
|
$635,747
0.74% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jan 15, 2025 Q4 2024 |
10,156
shares
|
$633,937
0.21% of portfolio
|
Q4 2024
Added 45.33%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,154
shares
|
$633,812
0.33% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
10,149
shares
|
$633,500
0.28% of portfolio
|
Q3 2024
Added 32.44%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
10,148
shares
|
$633,438
0.07% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
10,145
shares
|
$633,250
0.19% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
10,135
shares
|
$632,626
0.11% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
10,124
shares
|
$631,940
0.15% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
10,110
shares
|
$631,066
0.07% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
10,108
shares
|
$630,941
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
10,103
shares
|
$630,629
0.19% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
10,094
shares
|
$630,067
0.04% of portfolio
|
Q3 2024
Added 24.02%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
10,085
shares
|
$629,505
0.11% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
10,074
shares
|
$628,819
0.43% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,053
shares
|
$627,508
0.1% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
10,048
shares
|
$627,196
0.14% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
10,039
shares
|
$626,634
0.11% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,021
shares
|
$625,510
0.04% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Nov 05, 2024 Q3 2024 |
10,000
shares
|
$624,200
0.58% of portfolio
|
Q1 2024
Reduced 98.41%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
9,994
shares
|
$623,825
0.04% of portfolio
|
Q4 2024
Added 16.4%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
9,993
shares
|
$623,763
0.22% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
9,980
shares
|
$622,951
0.13% of portfolio
|
Q1 2024
Reduced 7.92%
|